Wealth Client Services Associate
$55k - $95kPowerToFly
A leading financial services firm in Seattle seeks Client Service Associates to enhance client relationships and provide exceptional support to Financial Advisors. Ideal candidates should possess strong organizational and interpersonal skills, with a high school diploma required and a college degree preferred. The role offers a salary range of $55,000 - $95,000 and includes comprehensive benefits. This is an excellent opportunity for motivated individuals to build a rewarding career within a dynamic team environment. #J-18808-Ljbffr PowerToFly
$90k - $120k
...Senior Client Service Associate Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots in one of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SuggestedTemporary workWork at officeFlexible hours$65k - $75k
...Client Service Associate Focus Partners is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team, helping to advance our commitment to providing an exceptional experience for every client...SuggestedInternshipWork at officeLocal areaRemote work2 days per week- ...Our client, a growing Registered Investment Advisor (RIA) serving high-net-worth clients... ...and professionals, is seeking a Client Service Associate to support their advisory team. This is... ...service experience within an RIA, wealth management, or financial services firm...Suggested
$60k - $70k
...Job Description If you're looking to build a career in financial services, Coldstream offers an exciting opportunity to join one of our established wealth management teams. As a Client Service Associate, you'll play an important role in supporting clients and the day-to...SuggestedTemporary workWork at officeWork from home$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc.'s Private Client Division is currently seeking a Client Service Associate for their Seattle... ...Financial Professionals in day-to-day operations of a growing wealth management practice. This role requires superior...SuggestedFull timePart timeLocal area- We are seeking a Senior Client Service Associate to support one of our client's largest advisor teams and serve as both a relationship leader and... ...of client service experience within financial services or wealth management. Exceptional organizational skills—highly detail...Work at office
- Apella Wealth in Bellevue, WA, is seeking a detail-oriented professional to provide exceptional client service and administrative support to Financial Advisors. The ideal candidate will have 3-5 years of experience in the finance or investment industry and a Bachelor's...
- One Oak Wealth Management in Seattle is seeking a Client Service & Operations Associate to enhance the client experience. This role is crucial in managing workflows and ensuring advisors can focus on clients. The ideal candidate will have 3-5 years in wealth management...
$80k - $100k
...Job Description Job Description Client Services Operations Associate Operations Associate, Client Service Location: Seattle, WA (Hybrid)... ...Opportunity We are a well-established, fast-growing wealth management firm serving high-net-worth individuals, families...Ongoing contractFull timeInternshipWork at officeLocal area- ...all work as a team/family and strive to keep it that way!Position OverviewWe are seeking a dedicated and experienced Senior Client Service Associate to join our team in a hybrid role. The ideal candidate will be responsible for ensuring high-quality service delivery and...Work at officeWork from home2 days per week3 days per week
$365k - $420k
...is based on collaboration, dedication to serving our clients, and mutual respect. We are regularly recognized for... ...tax controversy matters before the Internal Revenue Service.We are seeking an experienced associate with 4-6 years of relevant transactional experience in...Full time$80k - $85k
...dedicated to rethinking possibilities for our clients. By delivering the combined power of our... ...About the Team: The Client Service team is part of a small boutique office... ...are looking for our next Client Service Associate to support our growing business. Successful...Full timePart timeWork at officeFlexible hours$29 - $33 per hour
...RH Client Services Associate RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching. The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scaling and rendering their work more valuable...Hourly payFull timeWork at officeLocal area$20 - $25 per hour
...go-getters to bring our participant and client experience to the next level. Our mission... .... If you love providing excellent service, innovating the way benefits are administered... ...____About The Role As a Client Services associate you will represent Navia in a professional...Work at officeWork from homeShift work$22.64 per hour
...Client Services Associate Seattle, Washington, United States Job Title: Client Services Associate Reports To : Client Services Leadership About the Role As a Client Services Associate, you aren't just "handling mail"you are the engine that keeps our...Full timeTemporary workPart timeWork experience placementImmediate start- ...Resource Manager & Handling Invesco/Jeffco Public Schools/Seattle Public Schools/Community Transit Direct Client Role Client Service Associate Seattle WA Invesco 6 Months 4 days onsite Job Description Summary The SMA Client Service team partners with the portfolio management...
- A leading benefits service provider in Bellevue, WA, is seeking a Client Associate to support its account teams. This role involves learning about the employee benefits Client Service Cycle and assisting in client-related tasks. Key skills include communication, adaptability...Flexible hours
$70k - $80k
...Client Service Associate Bellevue, WA At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested...- Gallagher is seeking a Client Associate to support account teams and deliver exceptional service to Gallagher’s clients. You will learn the business, work alongside experienced teammates, and gain hands-on experience to make client-related decisions. You''ll support renewal...
$75k
Salary starting from $75k plus commissions Role Overview We are seeking a relationship-driven and results-oriented Client Services Manager to lead strategic staffing accounts across the U.S. In this role, you will serve as the primary point of contact for clients and Managed...- Aogarciaagency in the United States is seeking dedicated individuals for a remote financial services role aimed at protecting families. You will help clients secure their financial futures from home while contributing to a purpose-driven team. This role emphasizes service...Remote jobRelocation
- ...Job Description Job Description Job Summary The Client Service Associate plays a vital role in supporting Financial Advisors and providing... ...or a related field. Previous experience in a brokerage, wealth management, banking, or financial services environment....Full timeWork at officeRemote workMonday to Friday
$35.15k - $90k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal areaWork visa$23 - $26 per hour
...legally bound to act in our clients' best interests — always.*... ...metrics – including size, growth, service quality, technology,... ...primary focus of a Client Service Associate I is to provide excellent follow... ...feedback from team members and Wealth Management leaders. Assists...Temporary workSecond jobWork at officeLocal areaMonday to FridayFlexible hours$90k - $110k
...At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping... .... We lead the industry in aligning wealth, passion, and purpose to help our clients... ...#OneTeam. As a critical member of the Client Service team, you’ll collaborate closely with lead...Full timeSummer workWork at officeLocal areaImmediate startFlexible hours$55k - $95k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Full timeTemporary workWork at officeLocal area$365k - $420k
...Job Description Job Description Private Client Services Associate Attorney - Midlevel 4–6 Years Experience | Multiple Locations Direct Counsel represents a leading national law firm seeking an experienced Private Client Services Associate Attorney to join...Work at office$260k - $390k
...firm recognized for its collaborative culture and commitment to client service. Our Private Client Services Group focuses on sophisticated... ...controversy matters. Qualifications Seeking an experienced associate with 3-5 years of transactional experience in trust and estate...Work at officeLocal area$25 - $38.46 per hour
...Kpb Client Service Associate Location: 1301 5th Avenue, Seattle Washington Job Summary The KPB Client Service Associate works in a Salesforce task environment to provide trust administration to support the assigned Trust Officer(s)/ Fiduciary Strategist to effectively...Hourly payWork experience placementWork at officeFlexible hours$52k - $60k
...Compensation is determined based on relevant experience and qualifications. Position Summary We are seeking a Client Support Services Associate for our wealth management Office in Tukwila, WA. If you thrive in a fun, fast-paced, small office environment and enjoy...Full timeWork at office
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